Institutional Manager · CIK 0001589115
Emergence GP Partners, LLC
San Francisco, CA · File #028-20016
Latest AUM
$154.1M
Positions
4
Top-10 Concentration
100.0%
Filings
8
Portfolio Value Over Time
2024-06
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | BLEND LABS INC | BLND | 0 | $0 | -$2.6M |
| REDUCE | DOXIMITY INC | DOCS | 0 | $0 | -$11.2M |
| REDUCE | SERVICETITAN INC | TTAN | 0 | $0 | +$660,555 |
| REDUCE | VEEVA SYS INC | VEEV | 0 | $0 | -$37.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $154.1M
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $204.5M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $194.3M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $163.6M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $271.1M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $259.6M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $214.7M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $266.3M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VEEVA SYS INC | VEEV | 500,000 | $111.6M | 72.44% |
| 2 | DOXIMITY INC | DOCS | 387,500 | $17.2M | 11.14% |
| 3 | BLEND LABS INC | BLND | 4,244,379 | $12.9M | 8.37% |
| 4 | SERVICETITAN INC | TTAN | 116,500 | $12.4M | 8.05% |